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    Idea Pipeline

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    6164 Ideas

    ewinglel
    ewinglelHelper ⭐️

    Smartsheet IntegrationNew Idea

    Are there any plans for a Smartsheet integration?The teams I work with use Smartsheet and would like to have the data from their many Smartsheets in Gainsight. Currently, we do a manual upload to get that data in Gainsight, but having an integration with Smartsheet would take away the manual upload and would allow us to keep the data in Gainsight more up to date with greater ease.Thank you!

    7
    inagar
    Forum|Forum|2 years ago
    meg.kittoContributor ⭐️⭐️

    Is it possible to allow users to navigate in GSNXT using the browser back button?New Idea

    We have users complaining that it’s confusing that the back arrow in their browser doesn’t take them back to the last customer they viewed in Gainsight NXT. I’ve tried to explain that this is due to the way that Gainsight functions within Visualforce pages inside Salesforce, and that each page does not have its own unique URL. However, I promised that I would submit this as an idea in the community.

    6
    Forum|Forum|2 years ago
    diane_morneau
    diane_morneauHelper ⭐️⭐️⭐️

    Ability to edit a program name once activeReleased

    This may not seem like a big deal but as we grow and revise our publishing standards, it would be so helpful to be able to edit the name of a program that is active. Yes, we can create a clone with the new name but we then lose the history of the participants.

    21
    vmallya
    Forum|Forum|2 years ago
    LPortalupi
    LPortalupiHelper ⭐️

    Ability to add hyperlinks to private messagesParked

    It would be great to be able to include hyperlinks in private messages instead of just the URLs. This looks nicer for the recipient, especially if the URLs are long and if we're sending several links in one message. In addition, it would allow us to share customized URLs for tracking without compromising the quality of the link display. For example, we've set up automatic messages to reach community members with specific ranks. These messages include a link inviting the recipient to respond to a thread in the community. We want to know how many people actually clicked on the link they received in their message. We can use bit.ly or another link tracker to do this, but sharing a bit.ly URL with a member doesn't look as professional as sharing a hyperlink.

    17
    erin.brisson
    Forum|Forum|2 years ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Ability to modify CSM sentiment within the timelineNew Idea

    It would be great if CSMs could update the sentiment scores (or even other custom manual scores) via the timeline. Use case:As a CSM, I have a meeting with X account.  I have a feeling about how things are going and want to update the sentiment in one place. Current workaround:We have a drop down menu added to our timeline and a rule that gathers timeline entries, analyzed the sentiment score and updates it.

    0
    manda.edmonds
    Forum|Forum|2 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Product Mapper UI Element Rule WildcardsCurrent Behaviour

    Similar to how Product Mapper URL rules have wildcards it would be nice to have wildcards for UI Element rules. When evaluating the selector it might be such that a UI object has a dynamically created ID and we would want to capture any of the objects of this type. Example image showing where we would use the wildcard.   

    3
    Forum|Forum|2 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Be able to apply "labels" or "tags" to reports, search by label/ tagNew Idea

    In an effort to find reports more easily or essentially “report” or “group” reports, it would be great to have labels or tags. Folders are ok, but often there can be multiple needs grouped in one folder, or we end up with too many sub-folders. Tags and Labels could help make searching a bit easier and not rely on sting naming conventions

    4
    dayn.johnson
    Forum|Forum|2 years ago
    JPKelliher
    JPKelliherContributor ⭐️⭐️⭐️⭐️⭐️

    Launch engagement, guide, article, etc. from engagement, button. link, etc.New Idea

    Reposting for upvote capability. (Thanks @link_black  😁) I have scoured the PX community in search of all questions and requests regarding forcibly launching an engagement from a variety of different triggers; embedded links, buttons, badges, emails, etc. I wanted to combine all of these into a single request where we might be able to get enough people to vote this up as a critical feature request.  I can see this goes back at least three years in some form or another, but I believe that all of us have at some point desired the ability to  launch an engagement based on the user’s own choice. Offering the user to option to start an engagement from a link, or a badge in the product, or a URL embedded in and email. I will take it as far as to state that not just engagements, but articles, or even a knowledge bot itself would ideally be able to be called up at any time if a user needs it and we can “point” to the unique GCP id that contains the content we need to share. We have tried all of the workarounds (many of which you shared with the community, and thank you) but we cannot find a way to execute them consistently or without opening up security issues.  I was hoping we could all “up vote” this request and hopefully get it prioritized. Please share with your colleagues, business partners, or maybe just someone you bumped into at Pulse. 😁 Let’s get some momentum behind this and see if Mickey’s team can make it possible. I think we all voted for this in some manner or another,  but this way we will have a unified request.Example@harshibanka @link_black  @jared2095 @KPedroza @dzilli @alextran @dileepnalla @mikewohlwend  @christopher_sanderson @angelo @lila_meyer @suryanarayana @sai_ram @bostojic @Ekta Kumari @JayS @anirbandutta @IO Community Account  @rketharaju @cakrit @catchprakash @michael_sweeney @richiemin @Jef Vanlaer @acheslow @jean.nairon @john_apple @shireesha_reddy @jp_lingamaneni @bostojic @Ekta Kumari @Aphrodite @aharkut @chase @sgage @Lake1211 

    3
    JayS
    Forum|Forum|2 years ago
    Brayden
    Gainsight Employee ⭐️
    BraydenGainsight Employee ⭐️

    Please add the ability to filter by measure in Report with Row GroupingNew Idea

    Hi Team, It would be very helpful if we had the ability to filter on the count of field when using the Row Grouping option.An example business use case for this would be if an Admin was trying to report on duplicate Users in a report by adding the filter of “External ID > 1” and being able to drill down to see all of the data for these records like you can in a Row Grouped Report. The problem with using the standard Group By option is you lose the ability to see the actual data to parse through the duplicates.Thanks.

    0
    Brayden
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Make Success Plan Objectives from Global Templates Visible in CockpitNew Idea

    Currently, it appears as though Objectives added to Success Plans based on pre-configured Global-level templates do NOT show up in Cockpit. I’ve tested this a confirmed that the Status of the Success Plan is active, it is assigned to the correct user, etc, and I’ve even tried creating a custom Cockpit view that is filtered to specifically Objective CTA’s - no dice. I was only able to get the Objective CTA’s to show up in Cockpit after creating a new Template at the Company level, and applying that. This seems like a gap - any chance we can get it resolved?

    2
    TMaier
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Timeline: Associating Objective CTA should log on Success Plan TimelineNew Idea

    I am recommending very strongly that all end user take advantage of the Calendar feature in Gainsight Home.  This does allow end users to associate a CTA, however, when they assoicate an Objective CTA the expected behavior would be for the Timeline entry to appear on the Success Plan Timeline.  Today, it does not.  This is also true for logging from any Timeline page and associating the Objective CTA.  Please enhance the associate feature so it works as expected with success plans and we can adopt logging from Gainsight Home calendar for all meetings, even those related to Success Planning.Objective CTA viewSuccess Plan view 

    0
    angela_domenichelli
    Forum|Forum|2 years ago
    andorfuhrer
    andorfuhrerHelper ⭐️

    How can you not report on Link Code when tracking URLs in an email templateNew Idea

    Does anyone know how to report off the Link Code in an email template when you embed a URL and click on Enable Link Tracking? We have quite a few email templates that we use via a Playbook/CTA where we add urls and would like to report on the Link Code we assign to make reporting easier, since it would be a little meh to try and report off the URL.   I have looked both at Email Logs and Raw Email Logs and have not see anything yet.  Im part in denial because GS Support said the field is not reportable and I am trying to understand how one can design a feature like this who’s purpose is for ease of reporting/tracking and not make it available to report.  Help me understand, please  

    17
    Ester.Memoli
    Forum|Forum|2 years ago
    dsarnowskiContributor ⭐️

    Stop creating new tabsNew Idea

    You have made design decision to make every link to an account open a new browser tab. This behavior is frustrating and results in a distracting and inefficient workflow. All modern browsers allow a user to right click a link and decide for themselves if they want to open a link in a new tab. Your design choice has removed options for the user.Please, please, either change this behavior and let users decide for themselves what they want to do through their browsers or create a setting to allow the user to define their desired behavior in Gainsight. In a previous post on this, a Chrome app was suggested to force behavior for pop-ups. This app no longer works with your latest release leaving no option but to have tabs all over the place.

    4
    revathimenon
    Forum|Forum|2 years ago
    carolyndibuono
    carolyndibuonoContributor ⭐️⭐️⭐️⭐️

    Resolve drafts in Gainsight AssistNew Idea

    My CS team loves the new Company search function that pops up in Gainsight Assist to resolve emails that could be associated to multiple Companies.It would be ideal if this functionality also popped up when Gainsight is unable to resolve the email to any Companies using the recipient email address and sends the email to Drafts. Right now, the team must then go into Gainsight, go to Global Timeline, and manually click through & resolve each email.Extending the Company search functionality would allow the team to resolve the draft message directly in Gainsight Assist, instead of going through the extra steps in platform. 

    20
    carolyndibuono
    Forum|Forum|2 years ago
    lpiconeHelper ⭐️⭐️

    Visibility to Knowledge Bot usage analyticsNew Idea

    Interested in understanding if there are plans to enhance the data / analytics available around the KB functionality.Are there plans to make data available via an API end point? How do we measure the effectiveness of providing content for user searches How many articles were returned on the user query results Were there any zero results Can I export search terms into a CSV file Can we fire a custom event to Gainsight to track when an article is clicked? Will you have better widgets so I can create a comprehensive dashboard covering ALL of my KBs in a single view rather than having to open every one of them.

    5
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Improve SFDC Picklist and MDA Picklist Comparison in Horizon Rules/Data designerNew Idea

    Context:If you have an SFDC Picklist and an MDA Picklist that both have the same values, you cannot easily compare them. For example, your picklist in both systems looks like this:Value 1 Value 2 Value 3with your field names of MDA_Picklist and SFDC_PicklistIf you want to filter records where MDA_Picklist = SFDC_Picklist it won’t work, because the picklists are treated as GSID and SFDCIDs, respectively, and obviously won’t match.To date, you’ve had to solve this by adding transformation steps and Case fields (which are tedious and hard to manage) to convert a particular Picklist value to a String output, and then compare those case fields. Or fully duplicate picklists as string fields. Problem:Data Designer (DD) and Horizon Rules (HR) give us the ability to easily duplicate an MDA Picklist as a String picklist “Label” field. That only solves half the problem.SFDC Picklists can be “mapped” to an MDA picklist but you still cannot compare it to an MDA Picklist in a filter such as MDA_Picklist = Converted_SFDC_Picklist.You also do not have the option to duplicate an SFDC Picklist to a String label equivalent like you do with an MDA Picklist.While Gainsight states that “SFDC Picklists are treated as Strings”, that is ONLY true for joins, and possibly if you’re using DD and publishing it as an MDA. It does not work in data prep to compare values. Request:The request is to solve this requirement to use case statements in data prep if you want to compare MDA and SFDC Picklists. An example of a useful solution would be to give us the same duplicate to string Label field like we have for MDA picklists. Another example would be when you map an SFDC Picklist to an MDA picklist, actually let you compare values to an MDA Picklist as if it were one.

    8
    alizee
    Forum|Forum|2 years ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Timeline Sync Improved effectivenessNew Idea

    It would be great if the timeline integrations tab had two improvements:  The button to download reports is very sensitive and has to be clicked in the exact location.  This frequently causes edits rather than downloads.  It would be nice if the button was more easily accessible. When records fail, it would be ideal if there was a complete list regardless of the cause.  Even if the cause itself cannot be identified, it would improve troubleshooting if an entire list of failed IDs were listed.

    0
    manda.edmonds
    Forum|Forum|2 years ago
    aravind.gopinathContributor ⭐️

    Need Gainsight attributes to capture screen resolution of usersNew Idea

    Can PX have attributes that capture the screen resolution and OS of a user? This will help us design decisions for our products. The current resolution provided by the Gainsight support team is to add a set of custom code and capture the values through custom attributes. The last ticket in this regard also recommended the same approach - Capture Screen Resolution of users? | Gainsight CommunityWhen there are multiple product portfolios to maintain, it is sub-optimal for every product to rely on a custom approach.   

    0
    Forum|Forum|2 years ago
    Ariana.OronaContributor ⭐️⭐️

    Export & Auto-Update Google Sheets with Gainsight ReportNew Idea

    It would be fantastic if Gainsight had a connector to Google similar to the one that is already available in Google Marketplace for Salesforce and Google. Specifically, the connector is able to automatically import Salesforce Report Data and input it into a Google sheet based on planned scheduling. Having the ability to do this with Gainsight, we well, will remove the need for manual data exports from Gainsight into Google Sheets. There are many topics that appear to be related to this request, as well as an answer from a community member who has already been able to set up custom API to meet this need. Using their work, and current Salesforce capabilities, this feels like an easy win.

    1
    Forum|Forum|2 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Parity between Rules List and Rule Chains menusNew Idea

    If the three dot behaviour is similar between the two, could this parity be extended to the rest of the UI too? The search bar and filter are useful in chains too. I resource to user the search function of the browser as workaround, but would be neat to have it directly there: In rules, you can jump to Run or see the execution logs within the rule itself, but that’s not the case in Rule Chains. You have to go back, use the scroll bar, click the three dots and do it there, at least 4 additional steps for the lack of a button: By the way, found that Ben already asked for this ☝ ()​​​​​

    2
    benwanlessmenlo
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Filter for Rules NOT ScheduledNew Idea

    Currently the Rule List filters only allow to look for Rules Execution Type “IN” “Event or Scheduled” but not those NOT currently scheduled. That makes it really difficult to clean up unnecessary rules and to find those post X-org migration that still need to be scheduled.  

    3
    jenlpro
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Missing tokens do not highlight in Cloned Dynamic ProgramsNew Idea

    In dynamic programs it is very difficult to identify missing tokens in Cloned programs.  We support over 20 languages and have a version of each for each template. Some of our Programs have 5 emails and each email can have 5-8 tokens, meaning this needs to be re-mapped hundreds of times.  Currently, the missing token looks exactly like the mapped tokens in cloned programs, including the required from fields.  See the screen recording on ticket 302972.  The ideal solution is that the mappings hold and do not need to be changed at all.  That allows for accurate testing in a cloned program.  If that cannot be accomodated, or the source changes and the field is truly no longer available, the warning sign should appear and the missing tokens should be red or another color so they can easily be identified and corrected.

    1
    dayn.johnson
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Dynamic Program does not show end point in Snapshot viewNew Idea

    Participants appear to be at the step before any end in the snapshot view, making it very difficult to pin point which outcome from evaluate caused the Participant to Complete the journey, or to even know if they are still waiting for the maximum days in an evaluate step.  Please bring back moving the Participant all the way through to Complete in the Snapshot view for Dynamic Programs.  This screenshot is hard to read and demonstrates another point about it being very hard to organize the paths, especially after a program is live. 

    1
    dayn.johnson
    Forum|Forum|2 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    JO Reporting Enhancement - Be able to add multiple reporting categories to Journey Orchestrator programNew Idea

    We find it very difficult to report on our JO program currently. The folder ID does not provide the folder name, so it is basically not useful.JO should be able to have multiple reporting categories associated bc they are often trying to achieve multiple goals in one program. For example, we have “Feedback” for our “Services” org that we would want to keep separate from our “feedback” from our Voice of Customer. Another example is our KPI mapping. We would want to map “product type” and “kpi”. The multiple reporting categories (or even a hierarchy of reporting category and a sub-category) would help us better understand how our JO are meeting the goals of the company. We could then show our team that we have “x” number of programs in flight that address “y” goal of the company and the metrics associated  Reference to the below idea, but more robust 

    5
    dayn.johnson
    Forum|Forum|2 years ago
    pranaykundarapu
    Gainsight Employee ⭐️
    pranaykundarapuGainsight Employee ⭐️

    Display all date/time values in Japanese time all over the GainsightNew Idea

    Hi Team,The customer wants to all date/time displays in the UI to Japanese time such as C360,scorecard section last modified date, Rules execution history, Date of timeline activity created, etc.  

    0
    pranaykundarapu
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago

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